SDY Institutional Ownership
State Street SPDR S&P Dividend ETF
1W: -0.7%
1M: -5.5%
3M: -4.8%
YTD: +5.4%
1Y: +5.4%
3Y: +35.2%
5Y: +37.8%
$147.57
+0.08 (+0.05%)
Weekly Expected Move ±1.3%
$144
$146
$148
$150
$151
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
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Institutional Ownership — SDY
1,297
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
80
New Positions
370
Increased
487
Reduced
53
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1362 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 7,153,445 | 1.1B | -165,965 | -2.3% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 4,906,331 | 724M | +56,490 | +1.2% | 60Q | SEC ↗ |
| 3 | LPL Financial LLC | 3,040,750 | 449M | +42,626 | +1.4% | 37Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 2,990,179 | 441M | -69,361 | -2.3% | 7Q | SEC ↗ |
| 5 | Joel Isaacson & Co., LLC | 2,894,421 | 427M | +47,400 | +1.7% | 55Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 2,281,758 | 337M | +81,909 | +3.7% | 72Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 2,039,089 | 301M | +17,405 | +0.9% | 67Q | SEC ↗ |
| 8 | UBS Group AG | 1,674,173 | 247M | +67 | +0.0% | 47Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 1,380,453 | 204M | -18,955 | -1.4% | 66Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 1,292,475 | 191M | -40,267 | -3.0% | 16Q | SEC ↗ |
| 11 | Richard Bernstein Advisors LLC | 1,139,462 | 168M | +120,778 | +11.9% | 17Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 1,111,642 | 164M | +8,231 | +0.7% | 70Q | SEC ↗ |
| 13 | MAI Capital Management | 1,002,472 | 148M | +10,182 | +1.0% | 47Q | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 910,494 | 134M | -19,831 | -2.1% | 69Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 873,659 | 129M | -20,970 | -2.3% | 35Q | SEC ↗ |
| 16 | Pathstone Holdings, LLC | 793,377 | 117M | +10,637 | +1.4% | 11Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 750,297 | 111M | +7,695 | +1.0% | 43Q | SEC ↗ |
| 18 | TRUIST FINANCIAL CORP | 689,697 | 102M | -19,971 | -2.8% | 53Q | SEC ↗ |
| 19 | Destination Wealth Management | 635,081 | 94M | +5,656 | +0.9% | 64Q | SEC ↗ |
| 20 | COLDSTREAM CAPITAL MANAGEMENT INC NEW | 618,230 | 91M | — | +0.0% | 1Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 587,808 | 87M | +121,944 | +26.2% | 49Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 577,947 | 85M | +5,348 | +0.9% | 52Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 552,440 | 82M | +38,125 | +7.4% | 26Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 536,116 | 79M | +49,920 | +10.3% | 26Q | SEC ↗ |
| 25 | Jupiter Topco LLC NEW | 502,815 | 74M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Capital Investment Advisors, LLC | 491,556 | 73M | -3,487 | -0.7% | 12Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 481,025 | 71M | +1,899 | +0.4% | 65Q | SEC ↗ |
| 28 | PNC Financial Services Group, Inc. | 450,216 | 66M | -10,527 | -2.3% | 15Q | SEC ↗ |
| 29 | 1ST SOURCE BANK | 424,880 | 63M | -25,148 | -5.6% | 60Q | SEC ↗ |
| 30 | Creative Planning | 423,949 | 63M | -15,247 | -3.5% | 59Q | SEC ↗ |
| 31 | MML INVESTORS SERVICES, LLC | 414,516 | 61M | +62,607 | +17.8% | 37Q | SEC ↗ |
| 32 | J.Safra Asset Management Corp | 378,030 | 56M | +9,529 | +2.6% | 18Q | SEC ↗ |
| 33 | Elk River Wealth Management LLC | 371,018 | 55M | -51,505 | -12.2% | 23Q | SEC ↗ |
| 34 | AlphaCore Capital LLC | 368,674 | 54M | +365,516 | +11574.3% | 6Q | SEC ↗ |
| 35 | Legacy Financial Group LLC | 353,819 | 52M | +62,398 | +21.4% | 23Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC | 321,826 | 47M | -7,012 | -2.1% | 15Q | SEC ↗ |
| 37 | BENJAMIN EDWARDS INC | 286,769 | 42M | +91,702 | +47.0% | 8Q | SEC ↗ |
| 38 | MARINO, STRAM & ASSOCIATES LLC | 279,804 | 41M | +1,153 | +0.4% | 35Q | SEC ↗ |
| 39 | Clearstead Advisors, LLC | 279,710 | 41M | -530 | -0.2% | 27Q | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 272,798 | 40M | +17,591 | +6.9% | 45Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 267,979 | 40M | +14,845 | +5.9% | 24Q | SEC ↗ |
| 42 | Wolff Financial Management LLC | 263,340 | 39M | +3,356 | +1.3% | 20Q | SEC ↗ |
| 43 | MONETA GROUP INVESTMENT ADVISORS LLC | 261,650 | 39M | -18,831 | -6.7% | 60Q | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 258,404 | 38M | -9,298 | -3.5% | 30Q | SEC ↗ |
| 45 | Linscomb Wealth, Inc. | 242,037 | 36M | -14,871 | -5.8% | 50Q | SEC ↗ |
| 46 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 224,206 | 33M | +563 | +0.3% | 14Q | SEC ↗ |
| 47 | Steward Partners Investment Advisory, | 211,188 | 31M | -5,020 | -2.3% | 39Q | SEC ↗ |
| 48 | Mariner, LLC | 204,288 | 30M | -100,093 | -32.9% | 46Q | SEC ↗ |
| 49 | Cambridge Investment Research Advisors | 196,131 | 29M | -13,826 | -6.6% | 53Q | SEC ↗ |
| 50 | Modern Wealth Management, LLC | 187,544 | 28M | +184,988 | +7237.4% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 618,230 | 91M |
| Jupiter Topco LLC | 502,815 | 74M |
| JUNCTURE WEALTH STRATEGIES, LLC | 44,771 | 7M |
| CANANDAIGUA NATIONAL CORP | 25,413 | 4M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 25,338 | 4M |
| Stonebridge Financial Group, LLC/CA | 22,236 | 3M |
| Global Retirement Partners, LLC | 14,164 | 2M |
| IFG Advisory, LLC | 10,988 | 2M |
| Almanack Investment Partners, LLC. | 10,789 | 2M |
| TRUST CO OF VERMONT | 10,449 | 2M |
| Collaborative Capital Advisors LLC | 10,421 | 2M |
| Performa Ltd (US), LLC | 9,455 | 1M |
| NBH Bank | 8,246 | 1M |
| Thomasville National Bank | 7,855 | 1M |
| Virtu Financial LLC | 6,963 | 1M |
| HMV Wealth Advisors, LLC | 6,194 | 914K |
| Evelyn Partners Group Ltd | 5,816 | 858K |
| Waterloo Capital, L.P. | 5,753 | 849K |
| Capstone Wealth Management Group, I | 5,388 | 795K |
| Maloon Powers Pitre Higgins & Denne | 5,351 | 790K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Nan Shan Life Insurance Co., Ltd. | 247,496 | 37M |
| Baltimore-Washington Financial Advi | 122,734 | 18M |
| Neumann Capital Management, LLC | 28,688 | 4M |
| CITADEL ADVISORS LLC | 26,007 | 4M |
| WESPAC Advisors, LLC | 17,264 | 3M |
| Qube Research & Technologies Ltd | 14,821 | 2M |
| Capital Advisory Group Advisory Ser | 14,250 | 2M |
| Envestnet Portfolio Solutions, Inc. | 11,516 | 2M |
| SEGALL BRYANT & HAMILL, LLC | 10,438 | 2M |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 8,400 | 1M |
| Calamos Advisors LLC | 7,250 | 1M |
| Mosaic Advisors LLC | 6,829 | 1M |
| EVOKE WEALTH, LLC | 6,579 | 971K |
| Arete Wealth Advisors, LLC | 6,534 | 964K |
| D. E. Shaw & Co., Inc. | 6,116 | 903K |
| Sunpointe, LLC | 5,826 | 860K |
| HRT FINANCIAL LP | 5,585 | 824K |
| Global Assets Advisory, LLC | 5,244 | 774K |
| Hilton Capital Management, LLC | 4,750 | 701K |
| Vident Advisory, LLC | 4,560 | 673K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AlphaCore Capital LLC | +365,516 | +11574.3% | 368,674 |
| Modern Wealth Management, LLC | +184,988 | +7237.4% | 187,544 |
| STIFEL FINANCIAL CORP | +121,944 | +26.2% | 587,808 |
| Richard Bernstein Advisors LLC | +120,778 | +11.9% | 1,139,462 |
| BENJAMIN EDWARDS INC | +91,702 | +47.0% | 286,769 |
| Savant Capital, LLC | +84,775 | +97.7% | 171,541 |
| WELLS FARGO & COMPANY/MN | +81,909 | +3.7% | 2,281,758 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | +63,585 | +92.5% | 132,295 |
| MML INVESTORS SERVICES, LLC | +62,607 | +17.8% | 414,516 |
| Legacy Financial Group LLC | +62,398 | +21.4% | 353,819 |
| Private Advisor Group, LLC | +59,511 | +52.4% | 173,016 |
| MORGAN STANLEY | +56,490 | +1.2% | 4,906,331 |
| JONES FINANCIAL COMPANIES LLLP | +49,920 | +10.3% | 536,116 |
| Joel Isaacson & Co., LLC | +47,400 | +1.7% | 2,894,421 |
| LPL Financial LLC | +42,626 | +1.4% | 3,040,750 |
| OSAIC HOLDINGS, INC. | +38,125 | +7.4% | 552,440 |
| Arax Advisory Partners | +35,919 | +189.8% | 54,846 |
| Gotham Asset Management, LLC | +34,499 | +1583.2% | 36,678 |
| Focus Partners Wealth | +24,009 | +19.0% | 150,144 |
| Sanctuary Advisors, LLC | +23,127 | +24.4% | 117,924 |